Concentrum Wealth Management's ownership history for IVV

Concentrum Wealth Management currently holds 341 shares with a market value of $233.6K. It started holding IVV on 2024-12-31. At its peak, it held 347 shares on 2025-09-30. Its highest holding value was $233.6K on 2025-12-31. At its lowest, it held 341 shares on 2025-12-31, with a value of $202.5K on 2024-12-31. In the recent 180 days, Concentrum Wealth Management has decreased its shares by 4.